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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
501
Smith Capital Management
Arkansas
$631K – – –
MWM
502
Madison Wealth Management
Ohio
$627K – – –
RP
503
Riverbridge Partners
Minnesota
$626K -$43K -233 -7%
OIA
504
OneDigital Investment Advisors
Kansas
$626K -$29.2K -158 -5%
RA
505
RFG Advisory
Alabama
$620K +$924 +5 +0.2%
CCG
506
Cypress Capital Group
Florida
$617K – – –
PPW
507
Parcion Private Wealth
Washington
$617K – – –
EI
508
Ellevest Inc
New York
$616K – – –
CA
509
Cortland Associates
Missouri
$613K – – –
BOPW
510
Brandywine Oak Private Wealth
Pennsylvania
$609K – – –
CTB
511
Country Trust Bank
Illinois
$606K +$598K +3,237 New
BTW
512
Boston Trust Walden
Massachusetts
$605K – – –
AIA
513
Alera Investment Advisors
Illinois
$604K -$389K -2,106 -39%
MWA
514
Meridian Wealth Advisors
Texas
$602K – – –
CAM
515
Cozad Asset Management
Illinois
$601K – – –
DY
516
Dowling & Yahnke
California
$598K – – –
IFG
517
Independent Financial Group
California
$597K -$40.4K -219 -6%
AWC
518
Abundance Wealth Counselors
Pennsylvania
$595K – – –
BL
519
Balentine LLC
Georgia
$591K +$185 +1 +0%
WPC
520
Waters Parkerson & Co
Louisiana
$589K – – –
OC
521
Oppenheimer & Co
New York
$589K +$50.4K +273 +10%
BG
522
Bollard Group
Massachusetts
$585K – – –
PWPS
523
Pinnacle Wealth Planning Services
Ohio
$577K -$132K -714 -19%
NPF
524
Norris Perne & French
Michigan
$571K +$1.85K +10 +0.3%
PFM
525
Parsec Financial Management
North Carolina
$569K +$15.5K +84 +3%
19 20
21
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